Operations Associate - Bank Financing (Inbound)

Job Summary:

The Customer Financing - Bank Associate assist clients who wants to apply for a housing loan from the bank to fully pay their purchased property. He/she needs to ensure that bank financing accounts will be applied and processed for a housing loan. The role entails heavy coordination with clients (our buyers and partner banks) to address concerns and inquiries pertaining to bank financing via phone, email, and face-to-face interactions. He/she is also expected to complete assigned services request and work list within the standard processing time.

Duties and Responsibilities:

• Process Bank Financing and re-financing accounts for a particular bank within the given standard processing time - starting from endorsement of account information and documents to banks, reviewing of bank guaranty and lastly until loan payments are received and completed in the system.
• Effectively and appropriately communicates and assists our clients (our buyers and partner banks) through phone, email or face-to-face interaction, to address their concerns and also collect necessary documentation and/or payments from clients for the bank loan to be processed within the given standard processing time.
• Ensures that service requests assigned to him/her are resolved/completed within set turnaround time.
• Sends daily productivity/accomplishment report to the Customer Financing-Bank Team Lead.

TECHNICAL COMPETENCIES AND SKILLS:

• Customer Service Skills
• Negotiation Skills
• Able to communicate effectively through written and verbal means in both English and Filipino
• Strong sense of organization and keen attention to details
• Able to multi-task, prioritize and manage time effectively
• Person with integrity and strong values
• High sense of responsibility and urgency
• Able to quickly absorb knowledge and adapt to constant changes
• Basic knowledge of office software (spreadsheets, documents and presentation)

Education, Training and Licenses required:

• Bachelor's Degree on any 4 years course. Preferably related to Management, Finance and or Information Sciences or any computational courses.